News / page 14

18th March 2024 - Stacey Chamberlain

3 unexpected financial planning lessons you could learn from Dr Seuss

Dr Seuss’s books are well-known for passing on life lessons to children through interesting and rhyming lyrics. But hidden among the vivid illustrations are valuable teachings that could apply to financial planning too. During his lifetime, Dr Seuss wrote and illustrated more than 60 books – several of which are the most popular children’s books of all time – and…

read more
18th March 2024 - Sean Banks

Retirement planning: The 3 main ways you could access your pension

When you give up work, your pension is likely to play a key role in creating an income. So, an essential part of retirement planning is often deciding how you’ll access your retirement savings. Last month, you read about the importance of setting out your retirement lifestyle goals and how financial planning could help. Your income will play a key…

read more
6th March 2024 - Tracey Payne

Your Spring Budget update – the key news from the Chancellor’s statement

The 2024/25 tax year is just a month away, and chancellor Jeremy Hunt has delivered his 2024 Spring Budget, outlining the government’s plans for the next fiscal year and beyond. With a general election looming – prime minister Rishi Sunak has said he will call it before the end of the year – the chancellor claimed that the government had…

read more
6th March 2024 - Sean Banks

All the winners and losers from the 2024 Spring Budget

With one eye on a forthcoming general election, the chancellor has announced a Budget aimed at generating long-term growth, with “more investment, more jobs, better public services and lower taxes”. While the headlines will inevitably focus on Jeremy Hunt’s cut in National Insurance contributions (NICs), many less headline-grabbing messages will affect millions of families and businesses. Read on to find…

read more
16th February 2024 - Stacey Chamberlain

Meet Stacey Chamberlain – the latest addition to the Herbert Scott team

Stacey joins Herbert Scott as a Chartered Financial Planner after moving from Birmingham where she was born and bred to live the southern life in Brighton, well Hove Actually. Stacey was looking to join a company that aligns their values with hers of putting the client first and Herbert Scott was the perfect fit. Stacey gained Chartered Financial Planner status…

read more
16th February 2024 - Tracey Payne

Pursuing a Better Investment Experience – Herbert Scott hosts its first annual investment event

What better way to spend a rainy afternoon in February than in the company of Dimensional Fund Advisers, engaging in a journey through Herbert Scott’s investment philosophy. Whilst we realised this wasn’t going to be everyone’s cup of tea, we wanted to establish an annual event for clients who would like a deeper understanding of how we manage their money,…

read more
15th February 2024 - Sean Banks

Retirement planning: The importance of setting out your lifestyle goals

When you start thinking about the steps you need to take when retiring, your focus might be on the financial side. Yet, it’s often a good idea to start with your lifestyle aspirations.  Last month, you read about the different options when deciding how you’ll retire. Now, it’s time to consider what…

read more
15th February 2024 - Ben Nolan

How to move into the decumulation phase of retirement planning

Transitioning into retirement can present new challenges, not least, understanding how to sustainably use your assets to create an income. As you move into the decumulation phase, you might worry about balancing your immediate needs with your long-term financial security. This is where a considered approach to financial planning can help. Managing the decumulation of assets…

read more
15th February 2024 - Stacey Chamberlain

How to protect financial gifts to your children from relationship breakdowns

As younger generations face challenges reaching milestones and the cost of living soars, you might be thinking about gifting assets to improve their finances. If your beneficiary is in a relationship, you may want to consider what would happen if they split up with their partner. A well-timed gift could have a hugely positive effect on…

read more
15th February 2024 - Sean Banks

The powerful investment lessons you could learn from chess grandmasters

In a few weeks, eight chess players will gather in Canada to compete in the World Chess Championship 2024 to determine who takes the top rank. The approach the world’s best chess players take could provide some powerful lessons for investors. Read on to discover what you could learn from grandmasters.  1. Set out a clear…

read more